Latest Institutional Transactions on Duke Energy Corp (DUK)
This table provides information on the latest institutional transactions involving Duke Energy Corp (DUK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Maple Brown Abbott LTD
|
SELL
|
- |
-108K- 18.37% |
$11.4M - $13M
|
479K
$53M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-337- 1.07% |
$35.6K - $40.7K
|
31.3K
$3.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
610+ 3.02% |
$64.5K - $73.7K
|
20.8K
$2.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
4.13K+ 7.06% |
$437K - $499K
|
62.7K
$6.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
210+ 4.09% |
$22.2K - $25.4K
|
5.34K
$592K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-32- 1.13% |
$3.38K - $3.86K
|
2.81K
$311K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
50.7KNew |
$5.36M - $6.12M
|
50.7K
$5.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.91K+ 18.73% |
$413K - $472K
|
24.8K
$2.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
17+ 0.45% |
$1.8K - $2.05K
|
3.8K
$421K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.04% |
$212 - $242
|
5.46K
$605K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-11.3K- 35.64% |
$1.19M - $1.36M
|
20.3K
$2.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-121- 4.29% |
$12.8K - $14.6K
|
2.7K
$299K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-12K- 12.9% |
$1.27M - $1.45M
|
81.3K
$9.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
6+ 0.03% |
$635 - $725
|
17.5K
$1.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
49.5K+ 885.93% |
$5.24M - $5.98M
|
55.1K
$6.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-32.8K- 99.91% |
$3.46M - $3.96M
|
30
$3.32K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
393+ 3.4% |
$41.6K - $47.5K
|
12K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
102+ 4.11% |
$10.8K - $12.3K
|
2.58K
$286K
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
2.05KNew |
$217K - $248K
|
2.05K
$227K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.24K+ 13.16% |
$237K - $270K
|
19.2K
$2.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-685- 10.76% |
$72.4K - $82.7K
|
5.68K
$629K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-91- 22.09% |
$9.62K - $11K
|
321
$35.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
17+ 0.89% |
$1.8K - $2.05K
|
1.93K
$214K
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-71- 2.11% |
$7.51K - $8.57K
|
3.3K
$365K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-325- 9.92% |
$34.4K - $39.2K
|
2.95K
$327K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
13+ 0.5% |
$1.37K - $1.57K
|
2.64K
$292K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4+ 0.2% |
$423 - $483
|
1.96K
$217K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
44+ 0.63% |
$4.65K - $5.31K
|
7.08K
$784K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
347+ 4.08% |
$36.7K - $41.9K
|
8.84K
$979K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-373- 2.2% |
$39.4K - $45K
|
16.6K
$1.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
111+ 6.08% |
$11.7K - $13.4K
|
1.94K
$215K
|
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
12.5KNew |
$1.33M - $1.51M
|
12.5K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-2.25K- 8.47% |
$238K - $272K
|
24.3K
$2.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.49K+ 23.61% |
$263K - $301K
|
13K
$1.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
22+ 1.07% |
$2.33K - $2.66K
|
2.07K
$230K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
639+ 34.12% |
$67.6K - $77.2K
|
2.51K
$278K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-157- 1.05% |
$16.6K - $19K
|
14.8K
$1.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-72- 4.51% |
$7.61K - $8.69K
|
1.52K
$169K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
25.1K+ 14.57% |
$2.65M - $3.03M
|
197K
$21.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
2.44K+ 70.24% |
$258K - $295K
|
5.91K
$655K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
155+ 4.01% |
$16.4K - $18.7K
|
4.02K
$445K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-81- 18.71% |
$8.57K - $9.78K
|
352
$39K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
3+ 0.12% |
$317 - $362
|
2.45K
$271K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
210+ 10.8% |
$22.2K - $25.4K
|
2.15K
$239K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-9- 0.25% |
$952 - $1.09K
|
3.59K
$397K
|
|
|
Jan 21, 2025
Q4 2024
|
Nepsis Inc.
|
BUY
|
- |
39.8K+ 246.87% |
$4.21M - $4.81M
|
55.9K
$6.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
19+ 0.38% |
$2.01K - $2.29K
|
5.06K
$560K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
130+ 3.12% |
$13.7K - $15.7K
|
4.29K
$476K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.03K- 1.91% |
$109K - $125K
|
53.1K
$5.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.72K- 6.51% |
$182K - $208K
|
24.7K
$2.74M
|